See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,461 | $131,829-62.5% | $108,579-54.4% | $273,961-81.9% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 8.74% | -91.57%+100.3pp | -51.70%+60.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,345 | $4,912-72.6% | $3,758-64.2% | $4,869-72.4% |
| Participant deferral / active EE | $1,345 | $5,127-73.8% | $4,311-68.8% | $5,287-74.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |